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REQUEST, SOLICITATION AND INVITATION
FOR PROPOSAL FOR THE POSITION OF
MEDFORD TOWNSHIP SCHOOL DISTRICT
BOARD OF EDUCATION
HEALTH INSURANCE BROKERAGE SERVICES
The proposer is requested to provide a proposal to the Medford Township School District Board of Education (“Board”), County of Burlington and State of New Jersey for the position of Health Insurance Broker. The proposer must comply strictly with the submission requirements set forth herein.
The proposal must be received at the Board offices, 137 Hartford Rd, Medford, New Jersey 08055 on or before April 29, 2015 at 2:30 p.m. The proposal must be submitted in the format required by the Board. No late submissions will be accepted. All properly submitted sealed proposals will be publicly opened, announced and recorded on April 29, 2015 at 2:30 p.m in the office of the Business Administrator for the position of:
HEALTH INSURANCE BROKER
I. INTENT
The Medford Township School District Board of Education (“Board”), County of Burlington and State of New Jersey intends to appoint and fill the position of Health Insurance Broker. All properly submitted sealed proposals will be publicly opened, announced and recorded on April 29, 2015 at 2:30 p.m. in the office of the Business Administrator. The effective date of the contract will be July 1, 2015.
The General Criteria is articulated at Section III for the selection of Health Insurance Broker. Those criteria and the other requirements herein are intended to be non-restrictive for the purpose of obtaining participation of qualified professionals and uniformity in the manner of submission of proposals.
The successful proposal, upon award and execution shall become a part of the signed contract. There will be no award or appointment to the position of Health Insurance Broker until formal approval by the Board has been made by resolution at a regular action meeting.
As per the provisions of N.J.S.A. 19:44A-20.4 et seq., the Board shall be the sole judge concerning the criteria set forth herein and the merits of the proposals submitted. The Board shall be the sole judge of the benefits to the Board represented by the submissions pursuant to this Request, Solicitation and Invitation for proposal.
II. INSURANCE
This Request, Solicitation and Invitation for proposal, is for the appointment of a professional or quasi-professional position with the Board or a position for which there is a bidding exemption under N.J.S.A. 40A:11-1 et seq. Each proposer shall have the following insurance coverage:
1. The proposer shall maintain workers compensation insurance as required by law; 2. Employer's liability with limits of $500,000;
3. Commercial general liability and automobile liability insurance each with coverage of $1 million per occurrence; and
4. Professional liability insurance with coverage of $1 million per claim.
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III.
PROFESSIONAL EVALUATION AND RANKING METHODOLOGY
A. GENERAL CRITERIA
The Professional Qualifications for the Health Insurance Broker shall include but may not be limited to the following:
1. Must hold a current and valid insurance license in the State of New Jersey and have a favorable record with the State of New Jersey, Department of Insurance;
2. Experience generally in the proposer’s profession, including exposure to issues likely to be of assistance in serving as Health Insurance Broker;
3. Knowledge of the Board and its insurance requirements;
4. The ability of the assigned Health Insurance Broker to attend meetings of the Board. The Board meets on the fourth Monday of each month;
5. Other factors if demonstrated to be in the best interest of the Board; 6. Must maintain a bona fide office in the State of New Jersey;
7. Must have sufficient support staff to provide all services required by the Board;
8. Must list past and present public entities represented as Health Insurance Broker, including number of plans administered by your firm; and
9. Compensation proposal for Health Insurance Broker services. (See Section C.1). B. DUTIES OF HEALTH INSURANCE BROKER
The Duties of the Insurance Broker shall include but may not be limited to the following:
1. Representing the Board in all insurance matters as it relates to the health insurance plan(s) and shall advise and assist the Board as required in the administration of the Board’s plan; 2. Attending meetings of the Board as requested, and give opinions on questions related to the
health insurance plan(s) that may arise at Board meetings;
3. Representing the Board with the health insurance carrier(s) for the process of renewals and member support, subject to the approval of the Board; and
4.
Other assigned duties which shall fall within the overall expertise of the Health Insurance Broker.C. SPECIFIC CRITERIA
Health Insurance Coverage.
The duties of the Health Insurance Broker shall include providing advice to the Board for obtaining Health Insurance coverage for the Board’s employees. Please provide the following information:
1. Ongoing services to be provided during the course of the year as part of Health Insurance coverage.
2. Agreement to provide full and free access to those records maintained with respect to the insured, as well as all records, books and information reasonably related to the scope of services provided to the Board.
3. Describe proposed management of account, including but not limited to account manager, account manager’s functions, credentials of all members of the account management team and number of clients serviced by the accounts management team.
4. Describe the services your firm routinely provides for clients.
6. Describe how your firm would develop specifications for competitive health insurance policy quotes and provide this information to the Business Administrator/Board Secretary and/or Board?
7. Describe what other benefits and/or products your firm could provide the district.
8. If a change of carrier were warranted, how would your firm outline the implication of the change on employees?
9. Describe how your firm reviews all plan documents for compliance with applicable laws and contracted agreements.
10. Compensation to be paid to Health Insurance Broker.
IV.
CONTRACT PERIOD
Contract period is ONE (1) YEAR, from July 1, 2015 through June 30, 2016 or until a successor is selected at the year 2016 reorganization meeting of the Board. All contracts are contingent on funding.
V.
PROPOSAL FORM
A. APPOINTMENT OF HEALTH INSURANCE BROKER
All proposals submitted in response to the Request, Solicitation and Invitation for proposal shall utilize the form of correspondence on the next page as the cover sheet. The succeeding pages attached to the cover sheet shall set forth the proposal/responses. The proposal must follow the format as indicated. All proposals submitted to the Board must be submitted pursuant to the said Request, Solicitation and Invitation distributed and in the format required therein and as set forth hereafter. In order for the proposal to meet the requirements of the Request, Solicitation and Invitation, the attached forms shall be fully completed and executed. Attachments or certifications set forth as attachments or certifications A, B, C and D attached to this form, shall be completed and originally executed. Failure to attach required documents is cause for disqualification.
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Date:
Medford Township School District Board of Education 137 Hartford Rd
Medford, New Jersey 08055
Re: Request, Solicitation and Invitation for proposal – Health Insurance Broker Dear Board of Education:
The undersigned hereby submits the enclosed proposal for the position of Health Insurance Broker. The undersigned hereby undertakes and promises to serve as Health Insurance Broker and to do all work requested as appropriate and required herein as well as the contract documents concerning the same, including all written amendments and changes thereto, if any, which are incorporated herein by reference and made a part of this proposal.
________________________________________ ______________________________________
SIGNATURE BUSINESS NAME
______________________________ _____________________________ ___________________
Type or Print Full Name Title Date
______________________________ _____________________________ ___________________
ATTACHMENT A
CERTIFICATION OF INSURANCE
I HEREBY CERTIFY THAT MY OFFICE CARRIES INSURANCE ADEQUATE TO PROTECT THE MEDFORD TOWNSHIP SCHOOL DISTRICT BOARD OF EDUCATION (“BOARD”) AND INDEMNIFY THE BOARD FOR ANY ERROR OR OMISSION COMMITTED BY THE UNDERSIGNED THAT CREATES LIABILITY TO THE BOARD. THIS INCLUDES ERRORS AND OMISSIONS POLICY AND ANY OTHER TYPE OF POLICY THAT CAN BE UTILIZED TO PROTECT THE INTERESTS OF THE BOARD. I HAVE ATTACHED COPIES OF THE DECLARATION PAGES OF EACH POLICY THAT DOES OR CAN PROTECT THE BOARD FROM ANY ERROR, OMISSION OR ACTIVITY IN WHICH I OR ANYONE FROM MY OFFICE MIGHT ENGAGE IN ON BEHALF OF THE BOARD.
I FURTHER CERTIFY THAT THE POLICIES OF INSURANCE THAT ARE CARRIED BY MY OFFICE SHALL CONTINUE TO BE CARRIED DURING THE ENTIRE TERM OF MY APPOINTMENT AS HEALTH INSURANCE BROKER, IN THE EVENT THAT MY OFFICE IS SELECTED TO SERVE IN THAT CAPACITY. IN THE EVENT THAT THE DECLARATIONS PAGE(S) SUBMITTED SHOWS THE POLICY OR POLICIES OF INSURANCE WILL LAPSE DURING THE COURSE OF THE TERM OF MY APPOINTMENT, I WILL PROVIDE TO THE BOARD A COPY OF THE RENEWAL POLICY DECLARATION PAGE. I FURTHER CERTIFY THAT THE RENEWED POLICY SHALL HAVE THE SAME OR GREATER LIMITS OF LIABILITY AS THE ONE PROVIDED FOR AT THE BEGINNING OF MY APPOINTMENT.
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ATTACHMENT B
CONFLICT OF INTEREST CERTIFICATION
THE UNDERSIGNED CERTIFIES TO THE MEDFORD TOWNSHIP SCHOOL DISTRICT BOARD OF EDUCATION (“BOARD”), COUNTY OF BURLINGTON, STATE OF NEW JERSEY THAT IN PERFORMING SERVICES TO THE BOARD HE/SHE IS AWARE OF NO CIRCUMSTANCE THAT WOULD CONSTITUTE A CONFLICT OF INTEREST, FINANCIAL OR OTHERWISE, BETWEEN HIMSELF/HERSELF (OR HIS/HER FIRM) AND THE INTERESTS OF THE BOARD. THE UNDERSIGNED CERTIFIES THAT HE/SHE HAS MADE A SEARCH OF HIS/HER FIRM’S CLIENT BASE AND HAS EXECUTED THIS CERTIFICATION SUBSEQUENT TO SUCH SEARCH.
THE UNDERSIGNED ACKNOWLEDGES THIS IS A CONTINUING CERTIFICATION, AND SHALL REMAIN IN EFFECT FOR THE TERM OF THE SERVICES CONTAINED IN THE SOLICITED REQUEST FOR PROPOSAL. I CERTIFY THAT THE FOREGOING STATEMENTS MADE BY ME ARE TRUE. I AM AWARE THAT IF ANY OF THE FOREGOING STATEMENTS MADE BY ME ARE FALSE, THE BOARD IS FREE TO TERMINATE ANY PROFESSIONAL SERVICE AGREEMENT ENTERED INTO WITH THE UNDERSIGNED AND/OR HIS OR HER FIRM.
ATTACHMENT C
I HEREBY CERTIFY THE INFORMATION CONTAINED IN THIS PROPOSAL IS CORRECT AND ACCURATE TO MY PERSONAL KNOWLEDGE. I AM MAKING THIS CERTIFICATION IN GOOD FAITH.
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ATTACHMENT D
STATEMENT OF CORPORATE OWNERSHIP
Part I – Ownership Disclosure Certification
I certify that the list below contains the names and home addresses of all owners having an “Interest” in the “Business Entity”.
Check the box that represents the type of Business Entity:
Partnership Corporation Sole Proprietorship Subchapter S Corporation Limited Partnership Limited Liability Corporation Limited Liability Partnership
Name of Owner Home Address
Part 2 – Signature and Certification:
I certify that the foregoing statements made by me are true to the best of my knowledge, information and belief. I am aware that if made any statements that are knowingly false, I am subject to punishment under the law.
